Level Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Level Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$876K	Sell	28,553 -2,347	-8%	-$71.2K	0.41%	26
2025 Q4	$848K	Buy	30,900 +2,633	+9%	+$71.6K	0.43%	25
2025 Q3	$772K	Buy	28,267 +147	+0.5%	+$4.01K	0.41%	25
2025 Q2	$745K	Buy	28,120 +149	+0.5%	+$3.89K	0.43%	23
2025 Q1	$782K	Buy	27,971 +135	+0.5%	+$3.76K	0.51%	18
2024 Q4	$760K	Buy	+27,836	New	+$791K	0.54%	18

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Level Wealth Management's SCHD Position: Q1 2026 in Review

Level Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.6% in Q1 2026, selling an estimated $71.2K and leaving 28,553 shares worth $876K. The position accounts for 0.41% of the portfolio, ranked #26.

Level Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Level Wealth Management held 28,553 shares of Schwab US Dividend Equity ETF worth $876K as of Q1 2026.
Level Wealth Management sold 2,347 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $71.2K.
Schwab US Dividend Equity ETF made up 0.41% of Level Wealth Management's portfolio in Q1 2026, its #26 holding.
Level Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.